Walking
the Talk

Wellness Coaching

As well as getting our clients to and through retirement, it is important to us that we are fit and healthy and able to enjoy the perks of a long fulfilling work life.

While we are not likely to retire at the age of 65 - and Carey intends to work as long as she is mentally able to, we want to make sure that we are fit and healthy into our old age.  We also need to be fit and healthy to enjoy all our overseas travel that we regularly undertake.

Sally Mellor is our in-house Wellness Coach, who is available to work with each of our team members, to keep us fit, healthy and as balanced as possible. 

Investing, Saving and Insuring ourselves for our future

All Moneyworks team members (apart from Millie our moneybot), have financial plans in place, which incorporate our goals and objectives, KiwiSaver, investment plans and portfolios and insurance where it is available for us.

When we are researching an investment for our clients, where possible we will test it out in our own portfolios before coming to a final recommendation to add (or not add) the investment to our clients portfolios.

Our golden rule is 'do unto others as you would have them do unto you' and we place the values of trust, integrity and honesty very highly when inviting people to become a member of our team.

Responsible Investing, Ethical Investing, ESG Factors and Sustainable Investing

Helping our clients to understand that their investments are 'not doing bad' is important to us at Moneyworks. Research studies are increasingly showing that businesses that care about the Environment (E), Social (S) and their Governance (G) (ESG), are able to increase their returns to investors over time.  

ESG or responsible/sustainable/ethical investing is a different approach to the historic focus on short term profits at all costs, and along with our clients, we care that the businesses that we invest in care about these factors.

Moneyworks and our advisers are members of Responsible Investment Association Australasia (RIAA).  All of our advisers have completed the United Nations Applied Ethical Investment certification, Carey is a RIAA Certified Adviser, and Paul and Peter have applied for RIAA Certification.

We have developed a unique and proprietary ethical investment analysis process, which identifies exactly what exposures you have to which companies, as well as the 'nasties' area that they are operating in.  We continually monitor our fund managers approaches to ethical investing, and engage in ongoing dialogue with our fund managers to understand their reasons for investing in companies that have 'nasty' exposures.

We look forward to sharing our knowledge, understanding and learnings with you in this rapidly changing area of investment expertise.

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